Sales and marketing
The sales area can be used to manage all common sales processes information, such as quotes, orders, and returns. There are also tools to plan and manage different types of customer information and transaction data.
The following screenshot shows the main page of the Sales & Marketing area:
Customers
In the Sales & Marketing area, everything revolves around customers. The customer card contains a lot of information, but only a few fields are mandatory in order to be used by the customer on transactions; they are the ones that correspond to the posting groups. All other fields can be filled or not, depending on how you want the sales area to work.
You can define a salesperson for the customer, to track the sales of each salesperson. You can set a credit limit for each customer so that you get a warning when you try to create a new order for the customer and the credit limit is exceeded. You can group your customers by price and discounts groups to help...
